Insurance agencies, brokers, benefits advisers
Answers quote requests before the comparison site does, protects renewals, and works monoline households your client already owns.
$1,000
One-off · unlimited installs
Contents
Everything above imports into a fresh sub-account in minutes. Contacts, domains, numbers and payment processors stay yours to configure — see the14-point import checklist.Delivered within 24 hours of purchase confirmation. 14 hours of dedicated installation support, to be used within 15 days of purchase.
Why this build is shaped the way it is
No conversion claims. What a snapshot produces depends on the client, the offer and the ad spend behind it — so here is what you are buying instead, straight from the build.
The problem
Every agency owner has heard a marketing pitch about new leads. Fewer have been shown the arithmetic on the book they already have, where a household lost to a silent lapse costs more than a household never written.
The build
Insurance messaging carries rules that vary by state, line and carrier appointment. Outbound call content, consent capture and anything resembling a coverage statement need to be reviewed by the agency before launch, and the templates are all editable for that reason.
The rebrand
Delivered within 24 hours of purchase confirmation, with 14 hours of dedicated installation support to be used within 15 days of purchase. Expect to spend most of the support time on producer routing and on mapping the client's book so the cross-sell campaigns segment correctly.
Included · exactly nine
Every snapshot in the catalogue contains these nine and nothing else. The wording below is written for this vertical; the parts are identical across the range, which is what makes them predictable to resell.
Lead Capture & First Contact
Answers quote calls out of hours, qualifies by line of business, current carrier and renewal date, then books the producer or transfers a hot caller.
Handles website, SMS and Facebook enquiries, answers cover and claims questions, collects the details a producer needs, and books the quote call.
Pages per line of business, a quote request form with consent wording, carrier and licensing sections, and a producer booking calendar.
Intelligent Lead Nurture
Calls households drifting towards lapse, unreturned quotes and missed appointments, and follows up applications waiting on a signature.
Booking & No-Show Prevention
Confirms the quote appointment, reminds at 24 hours, one hour and 15 minutes, and reoffers the slot within the hour when a prospect misses.
Reviews & Social Proof
Fires the review request when a policy is bound or a claim is settled well, which are the two moments a client is genuinely glad they called.
Runs the ongoing cadence between those moments: follow-ups, a second channel and requests spread over Google and Facebook rather than bunched.
Lifetime Nurture & Retention
Works monoline households, quotes lost on price last year and clients dormant six months, with AI calls carrying a reason to speak now.
Pre-renewal sequences, annual policy reviews, life-event prompts around a house move or new driver, and a referral programme for the book.
The problem you are being paid to solve
A prospect calling about auto cover has two other tabs open and a comparison site quote on screen. If your client's producer is on another line, that household is written somewhere else within the hour.
The carrier sends a notice, the client ignores it, the policy lapses, and nobody at the agency knows until the commission disappears from the statement. Winning that household back costs far more than keeping it.
The agency writes the auto policy and never asks about home, umbrella or life. Every producer knows multi-line households renew better, and every producer is too busy quoting new business to work the book.
Chasing signatures, requesting declaration pages, confirming appointments. Commissioned staff spend their morning on tasks that do not need a licence and never get to the follow-up list.
What the build changes
Every call is answered, qualified by line of business and current carrier, and either booked with a producer or transferred while the prospect is still in buying mode.
ai-receptionist
Structured touches ahead of the renewal date, annual policy reviews and life-event prompts, so the conversation happens before the carrier's notice does.
lifetime-nurture
Policies heading for lapse, unsigned applications and unreturned quotes get a call. Recovering one household beats writing a new one on both effort and loss ratio.
ai-outbound-caller
Campaigns run through households with a single policy and dormant quotes from previous years, using AI calls with a specific, relevant reason to speak.
database-reactivation
A continuous engine across SMS, email and multiple platforms, targeting 5-10 reviews a month rather than one burst when someone remembers to ask.
review-automation
Fit
Sell it to
Do not sell it to
Losing the sale here is cheaper than losing the retainer in month three.
The arithmetic
Nothing below is a result from a customer. They are scenarios, and the inputs are printed so you can put your client's real numbers in and see whether it still stands up.
Hours returned to the client
Say the agency takes 80 quote enquiries a month, misses 25 of them, has 60 renewals due, and never touches the monoline list.
roughly 17 hours a month off licensed producers
When it pays for itself
Take $320 in annual commission on an average personal-lines household, renewing year after year.
Because commission renews, the retention side compounds; on these assumptions a first year of held renewals alone covers the snapshot with room to spare.
Your resale ledger
You pay $1,000 once, and you set the price your client sees. The three columns are common shapes for that quote, not figures we have measured — pick the one that matches your market and read the margin off the row.
| Scenario | Your cost | Set-up you quote | Monthly retainer you charge | Year one margin |
|---|---|---|---|---|
| Conservative | $1,000 | $2,000 | $500 | $7,000 |
| Typical | $1,000 | $3,000 | $900 | $12,800 |
| Premium | $1,000 | $4,500 | $1,500 | $21,500 |
Year one margin = set-up + twelve months of retainer − what you paid us. It ignores your own delivery time, ad spend and platform costs, because those are yours and we cannot know them. The margin calculator on the pricing page takes your real numbers.
End-to-end automation
Lead capture through to lifetime retention. Five stages, fifteen moving parts, none of them waiting on someone to remember.
Every door a customer can knock on, answered in seconds and pointed at the right place — all of it wearing your client’s name, none of it wearing ours.
Answers as themBooks on the callNever a voicemail
Five channelsNo waitPre-qualified
GoogleMetaTikTok
Ten days of follow-up that happens whether or not the front desk had a bad week, three channels deep, all of it signed by your client.
Confirmed in seconds, remembered three times on the way in, and chased back inside the hour on the days it still slips.
Runs itself70% recovery target
Reviews stop depending on whoever remembered to ask and start arriving on a schedule — which is the part your client will notice first.
The stage almost nobody builds, and the reason a retainer renews without a conversation about whether it is working.
Support scope
You are reselling this under your own name, so you need to know what you can promise without checking with us. This is that line, written down.
| Area | Covered by the price | Quoted separately, or run by a VA |
|---|---|---|
| The snapshot itself | Import, install, and a working walk-through in the sub-account you nominate. | — |
| Its automations | Every workflow that ships with it, tuned to how your client actually runs. | — |
| More automations | Additional workflows on the same foundations — another reminder, another branch, another tag rule. | — |
| Adjusting what is there | Retiming sequences, adding pipeline stages, rewriting the copy inside them. | — |
| Third-party integrations | — | Connecting the build to a CRM, an EHR, a job-management tool or an accounts package. |
| Third-party API work | — | Anything needing a developer against someone else’s API — a sync, a webhook bridge, a data pull. |
| Custom software development | — | A portal, a calculator, a bespoke dashboard. Software built rather than configured. |
Anything in the right-hand column comes back as a fixed price and a date before work starts, still under your brand. Where the job is repetitive rather than technical we will say so and put a trained VA on it, because that is cheaper for you and it is the truthful answer.
Every snapshot also carries 14 hours of dedicated installation support, to be used within 15 days of purchase.
Four of the nine, expanded
Every call is answered, qualified by line of business and current carrier, and either booked with a producer or transferred while the prospect is still in buying mode.
Structured touches ahead of the renewal date, annual policy reviews and life-event prompts, so the conversation happens before the carrier's notice does.
Policies heading for lapse, unsigned applications and unreturned quotes get a call. Recovering one household beats writing a new one on both effort and loss ratio.
Campaigns run through households with a single policy and dormant quotes from previous years, using AI calls with a specific, relevant reason to speak.
Add labour
Read first
Operations · 10 min read
Cost-plus pricing caps your agency at the size of your delivery team. Here is the maths behind value-based retainers, with the four numbers that decide whether a retainer survives month four.
Read the guideSpecifics
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Next step
Buy it and install it yourself, or add a rebrand pass and have a snapshot ID in your own agency inside 72 hours.
No retainer lock-in · 30 days notice · Your client never sees us
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